Services Offered
Investment Strategy Consultation
Personalized advice on portfolio management, including Roth IRAs and other investments tailored to your risk tolerance and goals.
Tax Planning and Form Assistance
Expert guidance on tax forms like W4, withholdings, deductions, and credits to optimize your tax situation.
Retirement Planning
Comprehensive strategies for retirement savings, including backdoor Roth IRAs and long-term investment planning.
Insurance Advisory
Recommendations on insurance products to protect your assets and provide financial security.
One-Time 'Ask an Advisor' Service
Affordable, single-session consultations for specific financial questions, ideal for those new to investing.
Reviews
5(5 reviews)
Rating Distribution
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Stephanie Crosby
via Google
over 1 year ago
HIGHLY recommend this firm and their “Ask an Advisor” service! I needed some support on managing my backdoor Roth IRA so I reached out to James. He was very helpful in answering a few of my major questions regarding how to, necessary tax forms, moving some money around. As a person who doesn’t have a lot of investments yet, this one-time service made it possible for me to hire a financial advisor to make sure I’m setting myself up for success. Thank you, James, for concisely and patiently answering my questions!
C
Caroline Carrvia Google
over 3 years ago
James has been a fantastic advisor and someone who I trust immensely with my investments. He is detail-oriented, knowledgeable, and really listens to your goals and helps you accomplish them. I highly recommend this firm!
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Logan Steegevia Google
almost 4 years ago
What began as a new investment strategy, gradually became a valued friendship and space to discuss just about anything with an intelligent and charismatic human being. It’s not so much the investment tool as it is the interactions and relationship you have with your advisor. I would choose Travis with Hunter Sickle every time, no other company has even come close.
M
Margaret St. Jamesvia Google
over 5 years ago
Even as an older woman without a great deal to invest, I was treated with the same interest and respect as if I had hundreds of thousands to invest. As my life circumstances change, my advisor, James Baskey, directs me to investments that suit my investment risk comfort zone. And I am pleased with the results!
J
Jordan Harrillvia Google
over 5 years ago
I reached out to Travis regarding my W4 tax forms and that I was having, what I thought were, issues concerning my withholdings. He was very responsive, helpful and extremely knowledgeable. I initially found him floating around on the internet and watched his YouTube videos. I figured this guy knew his stuff and decided to reach out. He emailed back within the hour and after a few exchanges of my situation, sent me a video of the correct way to fill out the form using the online tax calculator. It was so helpful to have that specific video evidence to my individual tax situation. In the end he and his team put together a complete W4 tax form for both me and my wife to submit to our employer. But maybe more importantly, he gave me the knowledge about the way taxes are broken down, liabilities, deductions, credits, etc, that I hadn’t had prior. He definitely gave me the peace of mind going forward for the remainder of the year and next. Thank you Travis Sickle and team for your efforts! I hope to work with you guys in the future.
